1) There needs to be a way to search for a particular product by any of the identifiable fields.
2) There needs to be a way to sort their order.
3) There needs to be put items into 'catagories' to help in the presentation to the customer.
4) Need to be able to add sales rep's contact info.
5) Need to be able to create quote templates.
6) Would like to see sales tax & freight ability to be added
7) Discounts don't show up on the quote - you can input the discount but it doesn't fully show up on as a line item.
Centric CRM 4.1 (Stable and Released)
Core Team
PUBLIC PROFILE
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Quotes Module
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Quotes Module
11/13/2007 8:52 AM EST
By Nancy Marks